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Tesla’s Battery strategy is in preparation for two of its most anticipated vehicles
Tesla has continued to attempt to improve its battery packs and cells despite being the industry leader in EV battery tech. Interestingly enough, the electric car company located in Silicon Valley has had some of the best vehicles in terms of EV range in the past ten years. While other car companies were struggling to equip their attempts at electric cars with 100 miles of usable range, Tesla was and has been pushing the envelope since the original Roadster in 2008.
But even though the company has facilitated several vehicles in its fleet to have over 300 miles of range, and one with over 400 miles, it hasn’t been enough to let Tesla’s battery engineers rest. Even though the Model S Long Range Plus configuration packs 402 miles of electric range, which is plenty for most drivers, Tesla has several cars in the works that pack considerably more range than that. These are also not your “run of the mill” EVs, either. They are the Tri-Motor Cybertruck and the next-gen Roadster.
Batteries are what drive an EV to be all that it can be. They are responsible for the range and the performance of the car, along with the motors and engineering of the chassis and body. However, battery tech is ultimately what decides if a vehicle is going to be a successful electric car or just another one to add to the list of underperforming automobiles.
The key to building a great electric car, like anything else, is starting at the foundation. When you want to make a great pizza, you start with great dough. When you want to make a great EV, you start with the battery cells.
The problem with batteries is that there are no two cells that are the same when the materials that are used within are concerned. Not only that, but sometimes the elements that make some batteries stable and help with energy density are controversial. This is the case with cobalt.
But before I go into a spiel about Tesla’s use of cobalt and how the company responsibly sources it, let’s stay on topic.
Tesla’s battery teams in Canada, led by Jeff Dahn at Dalhousie University, released a new paper this week that indicated an electrolyte solution could contribute to increased battery energy density, and could lead to an extended lifespan.
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The solution would be used to combat the effects of degradation, and would ultimately lead to a longer life span and increased energy density. Enter the Tri-Motor Cybertruck and Roadster.
Both of these cars have range ratings that are well above the Model S Long Range Plus variant. The Cybertruck’s Tri-Motor will have 500+ miles of range, and the Roadster will have 620 miles.
However, Tesla’s current cells are not capable of holding this amount of range. If the batteries are not capable of holding excessive amounts of energy density, they will not perform in the fashion that they were intended. Therefore, Tesla has to continue developing its cells to promote longer-range driving and a long lifespan.
Starting with the Cybertruck, which has an estimated range of “500+ miles,” according to Tesla’s website. Currently, Tesla does not have a battery pack released that is capable of that kind of range, so the batteries must improve. The Tri-Motor setup will certainly help with the towing capacity and acceleration. Still, the battery pack within the Cybertruck has to work efficiently to not only supply power to those motors, but it also has to maintain energy so it can keep range at a reasonable level.
With the Roadster, things are slightly different. This car will (more than likely) not be towing things or have excessive amounts of cargo in the back, so there isn’t as much involved with maintaining range through laborious work. However, it is one of the fastest cars ever made, and Elon Musk has said in the past that the range of the Roadster will be over 1,000 kilometers or 621 miles.
Ultimately, the development of Tesla’s cells has to continue to improve. Obviously, the battery packs for both of the vehicles that were talked about in this article will have battery packs that are larger than the 100 kWh packs that Tesla puts in the Performance variants of the Model S and Model X. But there is a chance that Tesla equips the Cybertruck and Roadster with smaller, more energy-dense batteries like the 2170 cells that are used in the Model 3 and Model Y.
Lucid’s reveal of the 517-mile range that their new EV, the Air, has, certainly must have lit a fire under the rear-ends of Tesla’s battery engineers. Tesla has had a reputation of being the EV company with the best range, and now that Lucid “technically” has the title for that, even though the car isn’t in production, Tesla will likely be gearing up for a takeback of that label.
Tesla’s battery strategy from here on out will be interesting considering other auto companies have proven they are capable of competing in terms of EV range. There is still the fact that Tesla is actually producing these cars on a massive scale and we know that the company’s cars can perform, we don’t know this about the other vehicles yet.
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Tesla just told us twice that the Model Y L is coming to the U.S., and two social media posts definitely just tipped the company’s hand, as if they wanted it to be any other way.
The two social media posts basically confirm that the slightly longer version of the Model Y will be heading to the United States soon, and many have speculated that the company could launch the vehicle as soon as this weekend.
The first post was directly from Tesla, and it showed an incredibly long Dachshund, with words above that said, “Looking forward to the long weekend.”
Looking forward to the long weekend pic.twitter.com/URzH6zOUdn
— Tesla (@Tesla) July 1, 2026
Anyone who knows Tesla knows the company loves to troll its fans and have fun, and this is a perfect example of that. While not a direct acknowledgement, Tesla is very involved on social media, especially CEO Elon Musk’s platform X, and the company is well aware of what is being discussed within the community.
With recent sightings of Model Y L test mules in California, peeks of the vehicle at Giga Texas, and a large call for the car to come to the U.S., Tesla is simply stoking conversation with this.
However, the company also made another move that was recognized on social media. Tesla has a large gallery that includes photos of its products so media and others can use them. This gallery applies to the U.S. market specifically, unless otherwise specified.
Tesla uploaded a Model Y L to the Gallery last night:
This looks like a Model Y L https://t.co/TpnBwrLmH9
— TESLARATI (@Teslarati) July 2, 2026
This seems to be another indication that the Model Y L is coming to the United States.
Musk said last year that the Model Y L could make its way to the United States late this year, but it was not something that was set in stone by Tesla. The company definitely needs to establish something in the SUV market that is larger than the Model Y, and the Model Y L might be the answer.
Even still, there are consumers out there who would love Tesla to develop something even larger, like a competitor to the Tahoe or Expedition. Tesla has not really given much of an indication that it will go in that direction.
Tesla is using the vehicles’ internal microphones to improve build quality, Vice President of Engineering Lars Moravy revealed recently.
It’s no secret that Tesla is always finding ways to make its manufacturing operations more efficient, accurate, and valuable. Constantly trying to make its cars better, the company has never placed any restrictions on what it will do to improve everything from panel gaps to paint.
As Teslas have been driving autonomously on the property of the Gigafactory Texas plant for a while now, Moravy revealed to Herbert Ong in a new interview that cars rolling off production lines now autonomously navigate themselves through a bumps, squeaks, and rattles (BSR) portion of the line. This helps to identify any loose or improperly installed internal parts.
The cabin’s microphones, which are used for a variety of things in ownership, simultaneously monitor any noises inside the vehicle while it rolls through the BSR portion of the production line. Moravy actually revealed that Tesla is trying to build “Full Self-Hearing,” an AI system that will detect minor imperfections so they can be corrected before delivery.
It’s no secret that build quality is something that Tesla struggled with as it scaled to a fully massive production operation that manufactures over 1.6 million vehicles per year. However, in recent years, especially, there have not been as many complaints. Tesla has truly improved upon its build quality and paint quality over the past several years, especially in the U.S.
Tesla’s ‘megacasts’ are key to massive build quality improvements
While those improvements have been evident, there are still some complaints; no automaker is perfect with this. But this step will now ensure that every single car that rolls off the production lines at Gigafactory Texas will be void of any creaks, squeaks, or squeals when it leaves the factory.
This measure is one of the most unique we’ve seen in terms of a strategy to avoid build quality issues, but it is not exclusive to Tesla.
Ford uses acoustic analysis AI to find abnormalities in seat motors, climate control units, and other components. Suppliers and OEMs will also use microphone arrays or particle velocity sensors in end-of-line stations.
The full interview with Lars Moravy is available below:
🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below.
Jeff Lutz @thejefflutz and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights!
A few of the biggest takeaways:
• Cybercab is expected to… pic.twitter.com/fhYSr2dCqP
— Herbert Ong (@herbertong) July 1, 2026
Investor's Corner
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.
Tesla reported it delivered 467,762 Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.
🚨 BREAKING: Tesla delivered 480,126 vehicles in Q2, ANNIHILATING Wall Street expectations of 406,000. Production was reported at 451,758.
Deliveries:
Model 3/Y: 467,762
Other Models: 12,364Production:
Model 3/Y: 442,936
Other Models: 8,822 https://t.co/TTHwQAsKt8 pic.twitter.com/7qI4Zj6FE5— TESLARATI (@Teslarati) July 2, 2026
The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.
Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.
For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.
Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.
Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.
Tesla just told us twice that Model Y L is coming to the U.S.
Tesla is using vehicle microphones to improve build quality: here’s how
